Applications

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Our assessment creates a new and more scientific way of measuring risk tolerance. We do something current tools cannot: quantify emotion. This is a critical and underrepresented component of the risk discussion. 

We provide a starting point for talking about money, and a new way to engage with the topic. This breaks down traditional roadblocks and identifies priorities when discussing money in professional contexts and beyond.

We incorporate wholistic wellness into the financial discourse, allowing for new demographics to enter the investing world. This opens the door for enthusiastic engagement around a traditionally taboo topic.

The advisor of the future won't just help people create better portfolios, they will help people create better relationships with money. That's the difference between holistic and wholistic planning. 

The companies that embrace wholistic planning differentiate themselves by focusing on the individual, not the investments. This focus adds value robo-advisors cannot.